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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $47,792 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1065416 | Contract Administrator | $20,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,373 | $62,928-4.1% | $172,752-65.1% | $67,579-10.7% |
| Participation rate | 57.7% | 64.5%-6.8pp | 82.6%-25.0pp | 71.3%-13.6pp |
| Annual return | 22.64% | 30.36%-7.7pp | 802.97%-780.3pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,484 | $1,636-9.3% | $5,144-71.2% | $2,148-30.9% |
| Participant deferral / active EE | $2,470 | $2,145+15.2% | $5,198-52.5% | $3,539-30.2% |
| Admin fee / account holder | $236 | $167+41.7% | $13,955-98.3% | $142+66.0% |